Benefits of Working with Us
When you place a nonprofit endowment with the Philadelphia Foundation, you gain access to:
- Greater fiscal efficiencies, a diversified asset allocation strategy and lower investment expenses than nonprofits typically receive on their own
- Free setup of complex planned giving tools such as Charitable Gift Annuities that can be used by donors to build endowments
- Inclusion in our audits and tax filing, sparing the nonprofit from any additional tax filing
- The security of placing the nonprofit’s financial resources with investment professionals who have secured and grown endowment funds since 1918
Built-in Accountability
We provide all nonprofits whose endowments we build with:
- Quarterly statements
- Customized accounting
- Personalized gift acknowledgements and tax receipts for donors
- Ability to receive secure online contributions
- Pledge maintenance and reminders
- Automatic annual disbursements
Sample Fund Agreement
View a sample agreement for an Organizational Endowment Fund.